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Livermore
Livermore
中文EN

CX Institutional

SEC CIK
0001737089
最新申報
2026/10/2

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/7/1 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
1,568
較 2026 年第 1 季 +21
總值
$34.6 億
較 2026 年第 1 季 +$1.87 億 (+5.7%)
申報日
2026/7/1
SEC
CX Institutional 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
CHDChurch & Dwight Co IncCOM3,697$35.8 萬<0.1%+739+25.0%加碼歷史
DGDollar General CorpCOM3,112$35.8 萬<0.1%−96−3.0%減碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF3,710$35.8 萬<0.1%+530+16.7%加碼–
ADMArcher-Daniels-Midland CoStock4,695$35.9 萬<0.1%+83+1.8%加碼歷史
iShares Tr464287374NORTH AMERN NAT6,385$35.9 萬<0.1%−511−7.4%減碼–
OKTAOkta, Inc.CL A2,633$35.9 萬<0.1%+127+5.1%加碼歷史
VRSKVerisk Analytics, Inc.COM2,006$36.0 萬<0.1%+1,001+99.6%加碼歷史
DASHDoorDash, Inc.Stock1,958$36.1 萬<0.1%+1,782+1,012.5%加碼歷史
Dimensional ETF Trust25434V724US MKTWIDE VALUE6,563$36.1 萬<0.1%+3,572+119.4%加碼–
SPDR Series Trust78464A714ST STR SP RETAIL4,120$36.1 萬<0.1%+4,019+3,979.2%加碼–
Dimensional ETF Trust25434V799INTL CORE EQUITY9,682$36.1 萬<0.1%+5,343+123.1%加碼–
RIOTRiot Platforms, Inc.COM13,276$36.3 萬<0.1%−290−2.1%減碼歷史
iShares Core Dividend Growth ETF46434V621ETF4,802$36.4 萬<0.1%00.0%不變–
WTRGEssential Utilities, Inc.COM9,573$36.7 萬<0.1%+809+9.2%加碼歷史
BIIBBiogen Inc.COM1,701$36.8 萬<0.1%−24−1.4%減碼歷史
DCIDonaldson Co IncStock4,127$37.0 萬<0.1%−1,221−22.8%減碼歷史
BWABorgwarner IncCOM5,579$37.0 萬<0.1%−71−1.3%減碼歷史
FEFirstenergy CorpCOM7,776$37.0 萬<0.1%+266+3.5%加碼歷史
RVTYRevvity, Inc.COM3,344$37.2 萬<0.1%−278−7.7%減碼歷史
Nushares ETF Tr67092P508NUVEEN ESG MIDVL8,569$37.3 萬<0.1%−38−0.4%減碼–
LKFNLakeland Financial CorpCOM6,052$37.4 萬<0.1%00.0%不變歷史
RYRoyal Bank of CanadaStock1,819$37.6 萬<0.1%+41+2.3%加碼歷史
SANMSanmina CorpCOM1,492$37.8 萬<0.1%−6−0.4%減碼歷史
HRBH&R Block IncCOM9,938$37.8 萬<0.1%+205+2.1%加碼歷史
VanEck ETF Trust92189F536LONG MUNI ETF21,368$38.0 萬<0.1%−314,677−93.6%減碼–
BGBunge Global SACOM SHS3,575$38.2 萬<0.1%−252−6.6%減碼歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS18,081$38.2 萬<0.1%+4,208+30.3%加碼歷史
HRLHormel Foods CorpCOM15,420$38.3 萬<0.1%+3,584+30.3%加碼歷史
ZBRAZebra Technologies CorpCL A1,459$38.4 萬<0.1%+627+75.4%加碼歷史
BROBrown & Brown, Inc.Stock6,053$38.8 萬<0.1%−2,024−25.1%減碼歷史
TTWOTake Two Interactive Software IncCOM1,557$38.9 萬<0.1%+112+7.8%加碼歷史
OMCOmnicom Group Inc.COM5,347$38.9 萬<0.1%+1,557+41.1%加碼歷史
SRESempraStock4,204$39.0 萬<0.1%+158+3.9%加碼歷史
WTWWillis Towers Watson PLCSHS1,500$39.2 萬<0.1%+568+60.9%加碼歷史
MTBM&T Bank CorpCOM1,650$39.3 萬<0.1%+54+3.4%加碼歷史
iShares Inc464286806MSCI GERMANY ETF9,521$39.4 萬<0.1%−2,719−22.2%減碼–
iShares Tr464287556ISHARES BIOTECH2,080$39.6 萬<0.1%−111−5.1%減碼–
PNRPENTAIR plcSHS5,170$39.6 萬<0.1%+1,862+56.3%加碼歷史
Franklin Templeton ETF Tr35473P108INTL COR DIV TIL9,316$39.8 萬<0.1%−2,627−22.0%減碼–
HRHealthcare Realty Trust IncCL A COM19,813$40.0 萬<0.1%+214+1.1%加碼歷史
LEALear CorpCOM NEW2,988$40.1 萬<0.1%+184+6.6%加碼歷史
APOApollo Global Management, Inc.COM3,409$40.3 萬<0.1%+948+38.5%加碼歷史
PYPLPayPal Holdings, Inc.Stock9,362$40.4 萬<0.1%−7,545−44.6%減碼歷史
Vanguard Consumer Staples ETF92204A207ETF1,800$40.6 萬<0.1%−80−4.3%減碼–
LHLabcorp Holdings Inc.Stock1,455$40.7 萬<0.1%+204+16.3%加碼歷史
Schwab US Dividend Equity ETF808524797ETF12,935$41.0 萬<0.1%+7,147+123.5%加碼–
ALGNAlign Technology IncCOM2,431$41.0 萬<0.1%+216+9.8%加碼歷史
TDYTeledyne Technologies IncCOM617$41.1 萬<0.1%+17+2.8%加碼歷史
WDAYWorkday, Inc.CL A3,364$41.2 萬<0.1%+698+26.2%加碼歷史
BAXBaxter International IncStock19,410$41.4 萬<0.1%+16,668+607.9%加碼歷史
PAYXPaychex IncStock4,216$41.5 萬<0.1%−562−11.8%減碼歷史
APTVAptiv PLCStock6,758$41.5 萬<0.1%+2,144+46.5%加碼歷史
WYNNWynn Resorts LtdCOM4,285$41.6 萬<0.1%+786+22.5%加碼歷史
ORealty Income CorpREIT6,852$42.5 萬<0.1%+149+2.2%加碼歷史
RFRegions Financial CorpCOM14,063$42.5 萬<0.1%+449+3.3%加碼歷史
WABWestinghouse Air Brake Technologies CorpStock1,592$42.9 萬<0.1%−16−1.0%減碼歷史
IVZInvesco Ltd.Stock16,358$43.2 萬<0.1%+225+1.4%加碼歷史
ROPRoper Technologies IncStock1,279$43.3 萬<0.1%+192+17.7%加碼歷史
EDConsolidated Edison IncStock3,942$43.6 萬<0.1%−7−0.2%減碼歷史
ENPHEnphase Energy, Inc.Stock8,845$43.6 萬<0.1%−439−4.7%減碼歷史
ROKRockwell Automation, IncStock882$43.7 萬<0.1%+47+5.6%加碼歷史
HASHasbro, Inc.COM5,289$43.7 萬<0.1%+18+0.3%加碼歷史
iShares Tr464287192US TRSPRTION5,052$43.8 萬<0.1%−2,779−35.5%減碼–
TRMBTrimble Inc.COM8,596$44.0 萬<0.1%−116−1.3%減碼歷史
MLMMartin Marietta Materials IncCOM764$44.1 萬<0.1%+56+7.9%加碼歷史
Dimensional ETF Trust25434V831US HIGH PROF ETF10,585$44.2 萬<0.1%+8,942+544.2%加碼–
ACGLArch Capital Group Ltd.Stock4,588$44.5 萬<0.1%−133−2.8%減碼歷史
GRMNGarmin LtdSHS1,874$44.5 萬<0.1%−80−4.1%減碼歷史
RMDResmed IncCOM2,297$44.8 萬<0.1%+757+49.2%加碼歷史
ZTSZoetis Inc.Stock6,271$45.1 萬<0.1%+1,858+42.1%加碼歷史
IQVIQVIA Holdings Inc.Stock2,340$45.2 萬<0.1%+560+31.5%加碼歷史
AKAMAkamai Technologies IncCOM3,825$45.2 萬<0.1%−153−3.8%減碼歷史
RBB FD Inc74933W452F/M US TREASURY9,192$45.8 萬<0.1%−267−2.8%減碼–
DRIDarden Restaurants IncCOM2,236$46.1 萬<0.1%−22−1.0%減碼歷史
AIGAmerican International Group, Inc.Stock6,246$46.5 萬<0.1%−6−0.1%減碼歷史
iShares Tr464289867CORE 60 BALA ETF6,734$46.8 萬<0.1%−26−0.4%減碼–
PLTRPalantir Technologies Inc.Stock4,063$47.4 萬<0.1%−2,169−34.8%減碼歷史
MPWRMonolithic Power Systems, Inc.COM343$47.4 萬<0.1%+31+9.9%加碼歷史
WSTWest Pharmaceutical Services IncCOM1,328$47.7 萬<0.1%+245+22.6%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,000$47.8 萬<0.1%+5+0.5%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,023$48.0 萬<0.1%−288−8.7%減碼–
ICEIntercontinental Exchange, Inc.Stock3,897$48.0 萬<0.1%−950−19.6%減碼歷史
CFGCitizens Financial Group IncCOM6,930$48.6 萬<0.1%+87+1.3%加碼歷史
BSXBoston Scientific CorpStock11,407$48.7 萬<0.1%+1,942+20.5%加碼歷史
AMEAmetek IncCOM2,013$48.7 萬<0.1%−64−3.1%減碼歷史
DDOGDatadog, Inc.CL A COM1,880$48.9 萬<0.1%+483+34.6%加碼歷史
URIUnited Rentals, Inc.COM431$48.9 萬<0.1%+22+5.4%加碼歷史
CTASCintas CorpStock2,891$49.2 萬<0.1%+979+51.2%加碼歷史
OTISOtis Worldwide CorpStock6,886$49.3 萬<0.1%+2,213+47.4%加碼歷史
DLRDigital Realty Trust, Inc.COM2,745$49.3 萬<0.1%+9+0.3%加碼歷史
EQIXEquinix IncCOM473$49.3 萬<0.1%+23+5.1%加碼歷史
SPGSimon Property Group Inc.REIT2,217$49.6 萬<0.1%+312+16.4%加碼歷史
DTMDT Midstream, Inc.COMMON STOCK3,388$49.7 萬<0.1%+16+0.5%加碼歷史
CMECME Group Inc.COM2,258$49.9 萬<0.1%−304−11.9%減碼歷史
ETREntergy CorpCOM4,350$50.0 萬<0.1%+146+3.5%加碼歷史
Franklin Templeton ETF Tr35473P678FTSE UNTD KGDM14,178$50.0 萬<0.1%−1,336−8.6%減碼–
DOVDOVER CorpCOM2,261$50.7 萬<0.1%−1,292−36.4%減碼歷史
PHMPultegroup IncCOM3,698$50.7 萬<0.1%+605+19.6%加碼歷史
PRUPrudential Financial IncStock4,712$50.9 萬<0.1%+611+14.9%加碼歷史
YUMYum Brands IncStock3,232$51.7 萬<0.1%−41−1.3%減碼歷史

2026 年第 1 季之後清倉（87 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

CX Institutional 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
SPDR Index Shs FDS78463X871ST INTL CAP ETF180,319$761.5 萬0.2%–
State Street SPDR S&P Biotech ETF78464A870ETF4,040$51.6 萬<0.1%–
CTRACoterra Energy Inc.Stock12,718$44.7 萬<0.1%歷史
GRABGrab Holdings LtdCLASS A ORD85,141$31.2 萬<0.1%歷史
HOLXHologic IncCOM3,693$27.9 萬<0.1%歷史
Vanguard Long-Term Treasury ETF92206C847ETF3,675$20.3 萬<0.1%–
MKTXMarketaxess Holdings IncCOM952$15.7 萬<0.1%歷史
FORForestar Group Inc.COM3,911$9.60 萬<0.1%歷史
DOCNDigitalOcean Holdings, Inc.COM1,035$8.90 萬<0.1%歷史
First Tr Exchng Traded FD VI33740U885FT VEST US EQT1,230$5.50 萬<0.1%–
WisdomTree Tr97717W208US HIGH DIVIDEND500$5.50 萬<0.1%–
SPDR Series Trust78464A821ST STR SP400GRW536$5.10 萬<0.1%–
DEODiageo PLCSPON ADR NEW690$5.10 萬<0.1%歷史
UTLUnitil CorpCOM914$4.80 萬<0.1%歷史
GAPGap IncCOM1,990$4.80 萬<0.1%歷史
WTMWhite Mountains Insurance Group LtdCOM19$4.20 萬<0.1%歷史
VKTXViking Therapeutics, Inc.COM1,201$3.90 萬<0.1%歷史
Profesionally Managed Portfo74316P579AKRE FOCUS ETF631$3.30 萬<0.1%–
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM1,643$3.20 萬<0.1%歷史
SPDR Series Trust78468R408ST TERM HIGH ETF1,273$3.20 萬<0.1%–
OIIOceaneering International IncStock870$3.10 萬<0.1%歷史
ZGZillow Group, Inc.CL A689$2.90 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q308DIV RTN EM EQT446$2.80 萬<0.1%–
THCTenet Healthcare CorpCOM NEW141$2.70 萬<0.1%歷史
INSMINSMED IncCOM PAR $.01150$2.50 萬<0.1%歷史
iShares Ibonds 2026 Term High Yield and Income ETF46436E528ETF929$2.10 萬<0.1%–
iShares Ibonds 2027 Term High Yield and Income ETF46436E478ETF929$2.10 萬<0.1%–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM373$2.10 萬<0.1%–
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM2,460$2.10 萬<0.1%歷史
WRLDWorld Acceptance CorpCOM159$2.10 萬<0.1%歷史
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF790$2.00 萬<0.1%–
CROXCrocs, Inc.COM238$2.00 萬<0.1%歷史
AWIArmstrong World Industries IncCOM114$1.90 萬<0.1%歷史
NSITInsight Enterprises IncCOM250$1.70 萬<0.1%歷史
SEBSeaboard CorpCOM3$1.70 萬<0.1%歷史
Pgim ETF Tr69344A206ACTV HY BD ETF459$1.60 萬<0.1%–
ATRAptargroup, Inc.Stock119$1.50 萬<0.1%歷史
QXOQXO, Inc.COM NEW772$1.50 萬<0.1%歷史
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF575$1.40 萬<0.1%–
GMEDGlobus Medical IncStock159$1.40 萬<0.1%歷史
SAROStandardAero, Inc.COM505$1.30 萬<0.1%歷史
FLSFlowserve CorpCOM181$1.30 萬<0.1%歷史
QGENQiagen N.V.ORD SHARES328$1.30 萬<0.1%歷史
GLIBALiberty Capital CorpSER A GCI GROUP340$1.30 萬<0.1%歷史
ELFe.l.f. Beauty, Inc.COM197$1.20 萬<0.1%歷史
FOURShift4 Payments, Inc.CL A273$1.20 萬<0.1%歷史
ACIAlbertsons Companies, Inc.COMMON STOCK725$1.20 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J775BLOO PRI PWR ETF141$1.20 萬<0.1%–
CAICaris Life Sciences, Inc.COM684$1.20 萬<0.1%歷史
COTYCoty Inc.COM CL A6,186$1.20 萬<0.1%歷史
KMPRKEMPER CorpCOM398$1.20 萬<0.1%歷史
XPXP Inc.CL A582$1.10 萬<0.1%歷史
SGISomnigroup International Inc.COM143$1.10 萬<0.1%歷史
CERTCertara, Inc.COM1,962$1.10 萬<0.1%歷史
INSPInspire Medical Systems, Inc.COM221$1.10 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI557$1.00 萬<0.1%–
BLSHBullishORD SHS291$1.00 萬<0.1%歷史
FIVEFive Below, IncCOM45$1.00 萬<0.1%歷史
CNACna Financial CorpCOM225$1.00 萬<0.1%歷史
SEESealed Air CorpCOM196$8,000<0.1%歷史
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS118$8,000<0.1%歷史
PLTMGraniteShares Platinum TrustSHS BEN INT348$7,000<0.1%歷史
SPDR Series Trust78464A789ST STR SP INS121$7,000<0.1%–
SNAPSnap IncStock1,364$6,000<0.1%歷史
iShares U.S. Healthcare Providers ETF464288828ETF134$6,000<0.1%–
PAASPan American Silver CorpStock101$6,000<0.1%歷史
ENREnergizer Holdings, Inc.COM379$6,000<0.1%歷史
TELFYTelefonica S ASPONSORED ADR1,352$6,000<0.1%歷史
VODVodafone Group Public Ltd CoADR283$4,000<0.1%歷史
TWTradeweb Markets Inc.Stock24$3,000<0.1%歷史
First Tr Exchange Traded FD33738R308BUYWRIT INCM ETF123$3,000<0.1%–
Dimensional ETF Trust25434V203INTL CORE EQT MK70$3,000<0.1%–
COLDAmericold Realty TrustCOM261$3,000<0.1%歷史
ELANElanco Animal Health IncCOM145$3,000<0.1%歷史
BF.ABrown Forman CorpCL A94$3,000<0.1%歷史
AAAlcoa CorpStock25$2,000<0.1%歷史
CDECoeur Mining, Inc.COM NEW100$2,000<0.1%歷史
AGFirst Majestic Silver CorpCOM100$2,000<0.1%歷史
SOBOSouth Bow CorpCOM70$2,000<0.1%歷史
GTLSChart Industries IncCOM10$2,000<0.1%歷史
BBarrick Mining CorpStock30$1,000<0.1%歷史
ALNYAlnylam Pharmaceuticals, Inc.COM4$1,000<0.1%歷史
GRALGRAIL, Inc.COM25$1,000<0.1%歷史
BLBDBlue Bird CorpCOM10$1,000<0.1%歷史
KFYKorn FerryCOM NEW8$1,000<0.1%歷史
BLDPBallard Power Systems Inc.COM300$1,000<0.1%歷史
ALSumisho Air Lease CorpCL A17$1,000<0.1%歷史